Senior Trust Officer

Min 5 yrs required

Full-time

No

Senior Trust Officer - Hartford, Connecticut

Bank of America is seeking a highly qualified Senior Trust Officer to join our team in Hartford, Connecticut. We are a company committed to Responsible Growth and creating a diverse and inclusive workplace for our employees. As a Senior Trust Officer, you will have the opportunity to manage a book of fiduciary and investment management accounts and work with high net worth clients and beneficiaries, including multi-generational families.

Responsibilities:

- Administrative and business development of complex IM&T accounts
- Educate clients, associates, and COIs on trust products
- New business development with a focus on estate/financial planning
- Ensure compliance with OCC regulations and trust policies
- Partner with Private Bank teams to drive business development and close new trust business
- Identify opportunities to deepen relationships with current client base
- Meet with key clients to maintain relationships and provide trust, estate, and wealth transfer planning advice
- Engage with other specialists within Bank of America's Private Bank to meet client needs
- Resolve client issues and oversee risk management activities
- Identify at-risk clients and take proactive steps to retain them

Requirements:

- and a minimum of 5 years of trust administration and estate planning experience preferred
- Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification) preferred

Key Competencies:

- Technical expertise in trust administration, fiduciary law, and estate and wealth transfer planning
- Proactive approach to problem solving
- Ability to provide solutions within the Bank's risk/reward profile
- Strong communication and team player skills
- Knowledge of policies, procedures, and regulatory requirements
- Ability to understand and address high net worth clients' concerns
- Proven ability to close sales and drive business development

Skills:

- Business development and client management
- Customer and client focus
- Risk management and wealth planning
- Attention to detail and critical thinking
- Financial analysis and planning
- Presentation and process management
- Decision making and prospecting

This is a full-time position with a 1st shift schedule and 40 hours per week. Travel is not required. If you are a motivated and experienced trust professional looking for a challenging and rewarding career, apply now to join our team at Bank of America.

Not specified

Competitive benefits package including physical, emotional, and financial well-being support.

Not specified

Business Development, Client Management, Customer and Client Focus, Risk Management, Wealth Planning, Client Experience Branding, Client Solutions Advisory, Decision Making, Presentation Skills, Process Management, Attention to Detail, Critical Thinking, Financial Analysis, Planning, Prospecting

Bachelor's Degree

Interested candidates can apply through the company's website.

Qualification and Experience Bachelor's Degree

Legal